Related Insights
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The Fund’s outperformance versus its benchmark in Q1 2024 was due, in large part, to stock selection in the Philippines and weightings in Kazakhstan and Georgia.
April 18, 2024
Constrained supply conditions, disruptions in the supply chain and growing interest in the global energy transition global energy transition may result in a significant upturn for global resource equities.
April 18, 2024
Fallen angels outperformed broad high yield by 0.24% in March and 0.10% YTD, due in part, to tighter spreads. Q1 2024 saw two fallen angels and two rising stars.
April 17, 2024
Amid all-time highs for gold and sticky inflation, we turn our eye to the concerning fiscal outlook for 2025. Investors should be prepared.
April 17, 2024
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